C&R portfolios 2023: Business cycle implications

Learn which subsectors of consumer and retail are likely to outperform during a downturn to make smart portfolio choices.

In anticipation of a slowdown in the global economy in 2023, KPMG looked at how specific subsectors in C&R performed in previous economic cycles. In every cycle, returns for certain types of companies tend to rise, while returns for others fall. With these insights, C&R companies and private equity investors can consider ways to optimize portfolio decisions in 2023.

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Matt Kramer

Matt Kramer

National Sector Leader, Consumer & Retail, KPMG LLP

+1 614-241-4666
Kevin Martin

Kevin Martin

Deal Advisory Leader, Consumer & Retail, KPMG US

+1 571-635-4078
Scott Rankin

Scott Rankin

Principal, Deal Advisory and Strategy, KPMG LLP

+1 617-988-1474
Jeff Wilson

Jeff Wilson

Principal – Deal Advisory & Strategy, KPMG US

+1 757-572-3717
Sunder Ramakrishnan

Sunder Ramakrishnan

Principal, Advisory, Strategy, KPMG US

+1 212-739-6328